INFINIS ENERGY Share Discussion Threads

[skinny] 09/6/2015 10:49

Unless I'm misreading , BARCLAYS CAPITAL don't seem to be sure what to do!

[salpara111] 09/6/2015 10:47

I can only assume that in the very near future we are going to hear something about the Terra Firma stake.
If they have managed to offload it around the £2 then that would be a result and underpin the valuation going forward.

[neilyb675] 09/6/2015 09:07

1-9-7 LIVE

[skinny] 09/6/2015 08:34

A peep at £2 - I agree with the above - this is just unfathomable atm.

[reddave999] 09/6/2015 08:31

Yes some movement North:)

[salpara111] 09/6/2015 07:59

Part of me feels that this is such a bargain I ought to load up in a big way but as I say, I have been consistently wrong footed on this one and never like the idea of throwing good money after bad.

[cwa1] 09/6/2015 07:58

Certainly looking perky at the moment.

[sarahbudd] 09/6/2015 07:50

News pending?

[eeza] 02/6/2015 10:22

In recent results management said that they were expecting a resolution to the TF position quite soon.
Hopefully positive.
Lot of uncertainty at the moment regarding Gov's position on wind power and, as you say, move from FTSE 250 which means some Insti's will have to dump their shares as may not be able to continue to hold re: their investment criteria.
Added to my position earlier @ 179.20p.

[salpara111] 02/6/2015 10:08

They are about to be relegated to the small cap from the FTSE 250 which is part of the reason for the recent weakness.
This is undoubtedly the most confusing share I own, the divi is confirmed as being 10% but like most people I agree that it will be difficult to maintain going forward.
The other thing dragging back the share price is the massive overhang Terra Firma have created. They will be seriously out of favour in the city if they dump their huge stake even at the current price given what they sold to institutional investors 18 months ago at 260p.
Until the TF situation is resolved the share price is going to circle the drain so they really need to get their act together and sort it out.
I am holding for the moment as the divi is huge and I cant find another better home for the money right now.

[eeza] 02/6/2015 08:15

Subsidies scheme - Renewables Obligation (RO)

[eeza] 02/6/2015 07:38

RO ending early & Tories trying to scale down the electricity feed-in amounts.


Going to be a lot of volatility here until Gov policy is clarified.

[neilyb675] 02/6/2015 07:27

why down so much today..........?

[mattmorse22] 01/6/2015 15:51

I agree. I often wonder why more companies don't follow a similar train of thought as Warren Buffet when it comes to issuing dividends.

Don't issue them and retain them in the company for re-investment. As an investor you'd see more returns from capital growth in the long run and wouldn't even miss the dividend.

[irnbru2] 01/6/2015 15:44

The problem here is the divi.

It is too high.

The money should be retained in the company, for real growth.

[mattmorse22] 01/6/2015 15:39

I'm just hoping that the massive dividend coming up will cause an increase in the price. Not sure if the business can keep on the way it is long term though from. Some concerns arise from the final year financial statements!

[eeza] 31/5/2015 21:45

" Ian Marchant, chairman of wind developer Infinis Energy, said: “The Government’s alleged plans to close down the Renewable Obligation-regime early for onshore wind beggar belief. It puts the views of a minority of Conservative backbenchers before the interests of millions of bill payers in this country.

“This initiative would affect British businesses who have put hundreds of millions of pounds at risk in planning and procuring renewable power generation infrastructure under the RO. If the RO is terminated early without reasonable grace periods in place, not a single energy or large scale infrastructure project in the UK will be safe going forward.”

[danieldruff2] 31/5/2015 13:58

Wouldn't surprise me to see a divi cut of 40% from next year but that still yields an excellent 6% ish at this price.

[bit thick] 31/5/2015 10:35

Most of the above is old news and I am confident INFI are trying to complete new developments before the rules change. Also, many of the wind farms are in Scotland which may have a different policy.

Could someone answer me a question? The cash flow statement shows cash outflow of £5.7M with dividend payments of £38.2M. If they go up to £55M dividend payout how can they keep this up?

To answer my own question, new wind farms will create growth, but will they plug the gap?

[thamestrader] 30/5/2015 19:43

Presumably all these people saying "buy" are confident that TF can get rid of their 70% holding without dumping the whole lot on the market.

I was even wondering if the strange pattern of the last two days might be the evidence of the process getting under way on the back of the decent results.

[foot in mouth] 29/5/2015 19:48

hxxp://www.hl.co.uk/shares/shares-search-results/i/infinis-energy-plc-ordinary-shares-gbp0.01/broker-forecasts

Beaufort Securities 29/05 Retains Buy Buy ........but they don't have a price target listed.